How to Create Date Field Type in Salesforce

In this Salesforce tutorial, we will learn how to create the date field type in Salesforce we can use it to enter the date and we can also pick up the date from a pop-up calendar. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked in the Salesforce company that is placed in the USA. While working here, I got a task where I needed to enter the date to complete the task on that date which we can set. This date can help us to submit the task on time. To fulfill this requirement, I use the Date field Type, which is present under the Field and Relationships.

So, as a solution, I discovered the Date field that permits the users to enter the date or pick a date from a pop-up calendar and select the date according to their suitability.

It is a custom field that permits us to choose the date from the calendar. Let’s go into more detail about creating the date field type in Salesforce Lightning and Salesforce Classic.

Date field type in Salesforce

The date field type is defined as one that permits the users to enter the date or pick a date from a pop-up calendar. When the user clicks a date in a pop-up dialogue box the date calendar is open and we can choose any date the user wants.

For example, there is a company in the USA, that organized an event. In this event, they tell about the salesforce products and objects. This event was done on 17 July, for setting a date the event manager of the company can use the date field.

By using this date field the event manager can easily set the date, this field permits the event manager to enter the event date or pick the event date in a pop-up calendar. After choosing a date this date field gives a reminder to the event manager for organising the event on time. This date field type is present under the field and relationships under the details sidebar.

Now, let’s move further and see how to create the date field type in Salesforce Lightning and Salesforce Classic.

Read How to Create External Lookup Relationship Field Type in Salesforce

How to create a date field type in Salesforce Lightning

Here we are creating a date field type in Salesforce Lightning. Here we are taking an example we are using the event object inside this event object we want to add the date as a date field.

there is a company in the USA, that organized an event. In this event, they tell about the salesforce products and objects. This event was done on seventeen July, for setting a date the event manager of the company can use the date field.

By using this date field the event manager can easily set the date, this field permits the event manager to enter the event date or pick the event date in a pop-up calendar. After choosing a date this date field gives a reminder to the event manager for organising the event on time.

If you want to learn how to create the date field type in salesforce lightning, follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup, and another one is Service Setup. Here we are clicking on the Setup option.

After clicking on the setup option, the setup page is open. Click on the Object Manager at the nav bar near the home tab.

Step-2: The Object Manager page opens after clicking on the Object Manager. Here we can see lots of objects are present. Here we want to select the event object. To select the event object, enter the event object in the search box. The event object comes at the top, click on the event object.

Step-3: The agent work object page opens after clicking on the event object. Under this, the event object page is a details section with field and relationship options. Click on the fields and relationship option.

Step-4: The field and relationships page opens after clicking on the field and relationship option. To create the field type, click on the new button at the top of the field and relationship page.

Step-5: After clicking the new button, the data type page opens. There are lots of data types present on the page. Here we select the date type field at the bottom of the page.

The date field type is defined as one that permits the users to enter the date or pick a date or time from the calendar. Click on the next button that is present at the bottom of the page.

Step-6: The agent works new custom field page opens after clicking the next button. Now enter the details, first fill the field label as Event Date and Time after that fill the field name by simply clicking on the field, and the field name is automatically filled, then fill the description if you want to fill otherwise leave the field the same.

After that, click on the next button presented at the top and the bottom of the page.

Step-7:  After entering the details, now established the field-level security. Select the profiles we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button at the top and the bottom of the established field-level security page.

Step-8: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

Step-9: After clicking on the save button. The event date field type is created, go to the app launcher and enter sales in the search box. Select sales, open the sales page, and then select the event object in the nav bar.

The event object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the event date field type is created, and we can enter the event date related to the event date column in the date field.

This way, we understand how to create the date field type in Salesforce Lightning. Let’s Proceed and learn how to create the date field type in Salesforce Classic.

Read How to Create Currency Field Type in Salesforce

How to create a date field type in Salesforce Classic

Here we are creating the date field type in Salesforce Classic. Here we are taking an example. We are using the orders object inside the order object, we want to add the Order detail date field as a date field.

If you want to learn how to create the date field type in Salesforce Classic, follow these steps:

1: First log in to the Salesforce account, when we log in, the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

2: The setup page is open after clicking on the setup option. Enter the lead in the Quick Find Box. The orders object comes at the top, click on the orders drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

3: The orders custom field page is open after clicking on the fields option. Scroll to the bottom of the page, there is an order custom field and a relationship section. For creating the new field click on the new button.

4: After clicking the new button, the data type page opens. There are lots of data types present on the page. Here we select the date type field at the bottom of the page.

The date field type is defined as one that permits the users to enter the date or pick a date or time from the calendar. Click on the next button that is present at the bottom of the page.

5: The agent works new custom field page opens after clicking the next button. Now enter the details, first fill the field label as Order Delivery Date which can tell the date of the order delivery. On which date our order is delivered. After that fill the field name by simply clicking on the field, and the field name is automatically filled, then fill the description if you want to fill otherwise leave the field the same.

After that, click on the next button presented at the top and the bottom of the page.

6: After entering the details, now established the field-level security. Select the profiles we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button at the top and the bottom of the established field-level security page.

7: Add the custom field to the page layout after establishing the field-level security. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

So, with this, we have learned how to create a date field type in Salesforce Classic.

Conclusion:

When the user clicks a date or time in a pop-up dialogue box. After selecting the date, the date and the current date are entered into the date field. The date field type is defined as one that permits the users to enter the date or pick a date from the calendar.

I hope you learn how to create a date field type in Salesforce. Also, I have explained step by step how to create the date field type in Salesforce Lightning and in Salesforce Classic.

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